JWM
Jackson Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,672
| Closed | -$1.46M | – | 79 |
|
|
2017
Q1 | $1.46M | Buy |
17,672
+2,323
| +15% | +$192K | 0.53% | 48 |
|
|
2016
Q4 | $1.25M | Buy |
+15,349
| New | +$1.25M | 0.49% | 53 |
|
|
2015
Q2 | – | Sell |
-93,600
| Closed | -$7.04M | – | 111 |
|
|
2015
Q1 | $7.04M | Buy |
93,600
+8,316
| +10% | +$626K | 2.27% | 7 |
|
|
2014
Q4 | $6.29M | Buy |
+85,284
| New | +$6.29M | 2.05% | 9 |
|